Client Services Administrator
Scarborough
£25,000 - £26,500
Office Based
NJR Recruitment are delighted to be working with a well-established and highly regarded Independent Financial Planning firm in Scarborough who are looking to recruit a Client Services Administrator to join their friendly and supportive team.
This is a fantastic opportunity for an organised and personable professional who enjoys delivering exceptional client service and thrives in a varied administrative role. Working closely with the Directors, Financial Advisers and Practice Manager, you will play a key role in ensuring the smooth day-to-day running of the office while providing first-class support to both clients and advisers.
As an CS Administrator, you will be responsible for providing comprehensive administrative support across the business, ensuring a professional and efficient service is delivered at all times.
Your responsibilities will include:
- Providing a warm and professional welcome to clients and visitors
- Answering incoming telephone calls and managing enquiries
- Supporting the Financial Advisers with new business processing and client administration
- Preparing client files, valuations and review documentation
- Processing top-ups, fund switches and ISA transactions
- Maintaining accurate client records and updating the back-office system
- Liaising with providers and assisting with general client servicing
- Scanning, photocopying and managing incoming and outgoing post
- Assisting with the day-to-day administration and organisation of the office
- Ensuring all work is completed in line with FCA regulations and company procedures
About You
- Previous experience within an IFA Administration or Financial Services Administration role is preferred, but any previous office experience is essential
- Excellent organisational skills with strong attention to detail
- Professional and confident communication skills
- A friendly and approachable manner with a passion for delivering excellent customer service
- Comfortable managing a varied workload and supporting a busy team
- Good IT skills and experience using Microsoft Office
- Ability to work independently as well as part of a close-knit team
What's on Offer
- Competitive salary dependent on experience
- Opportunity to join a well-established and respected Financial Planning firm
- Friendly, supportive and collaborative working environment
- Varied and rewarding role with plenty of client interaction
- Long-term career stability and development opportunities
- Office-based role in the outskirts of Scarborough
This is an excellent opportunity for an experienced Administrator, or someone with Financial Services administration experience, to join a welcoming firm that genuinely values its employees and takes pride in delivering an outstanding service to its clients.
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Client Services Administrator in Scarborough employer: Confidential
As a leading employer in the data centre operations sector, we offer an exceptional work environment that prioritises employee growth and development. Our collaborative culture fosters innovation and accountability, while our commitment to safety and operational excellence ensures that you will be part of a team that values your contributions. With opportunities for international travel and the chance to lead critical operations across the EMEA region, this role provides a unique platform for impactful leadership and career advancement.
